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| Mitchell & PAHL Private Wealth LLC
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| CRD # | 307625 |
| SEC # | 801-118315 |
| CIK # | 0001836506 |
| AUM | 449.9 M (2026-02-03) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 405-608-2280 |
| Address | 1001 NW 71st Street Oklahoma City, OK 73116 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001836506 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.1 | ||
| Seagate Technology PLC | 7.5 | ||
| Broadcom Inc | 6.5 | ||
| Microsoft Corp | 5.5 | ||
| Cisco Systems Inc | 4.9 | ||
| Johnson & Johnson | 4.8 | ||
| Teradyne Inc | 4.6 | ||
| Texas Instruments Inc | 4.5 | ||
| Goldman Sachs Group Inc | 4.5 | ||
| Linde PLC | 4.2 | ||
| UnitedHealth Group Inc | 4.0 | ||
| Valero Energy Corp/Tx | 4.0 | ||
| AbbVie Inc | 3.9 | ||
| Novartis AG | 3.6 | ||
| Ecolab Inc | 3.6 | ||
| Phillips 66 | 3.6 | ||
| General Dynamics Corp | 3.5 | ||
| Waste Management Inc | 3.5 | ||
| FPL Group Inc | 3.5 | ||
| 3M Co | 3.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.4 | ||
| Home Depot Inc | 3.3 | ||
| Procter & Gamble Co | 3.3 | ||
| Wisconsin Energy Corp | 3.2 | ||
| Aflac Inc | 3.2 | ||
| US Bancorp de | 3.2 | ||
| Sempra Energy | 3.0 | ||
| Air Products & Chemicals Inc /DE/ | 3.0 | ||
| Emerson Electric Co | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 48.6 |
| (b) Individuals (high net worth individuals) | 89 | 394.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 920 | 449.9 |
| By Discretionary | ||
| Discretionary | 528 | 410.1 |
| Non-Discretionary | 392 | 39.9 |
| Total | 920 | 449.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 449.4 | |
| Total | 920 | 449.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001836506] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Virtera Partners LLC
✚
|
OH | 451.8 M |
|
Horizon Advisors LLC
✚
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TX | 451.4 M |
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Wealthspan Partners LLC
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IA | 451.1 M |
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ENZI Wealth LLC
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Timonier Family Office Ltd
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NC | 450.3 M |
|
Hazard & Siegel Advisory Services LLC
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NY | 449.8 M |
|
Guidance Capital Inc
✚
|
KY | 449.8 M |
|
Quaker Wealth Management LLC
✚
|
NJ | 449.3 M |
|
Main Line Retirement Advisors LLC
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|
MT | 448.6 M |
|
Adkins Seale Capital Management LLC
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|
LA | 448.2 M |